Trivium Point Advisory (TPA) provides investment advice and financial planning to individuals, high net worth individuals, families, trusts, charities, businesses, and retirement plans. TPA offers services such as tax-efficient wealth accumulation, retirement, estate, and income planning. TPA can also assist with insurance, real estate, multigenerational wealth planning, entrepreneurial needs, and philanthropy. TPA may recommend external managers or an automated investment platform through Charles Schwab.
Fee Structure
Trivium Point Advisory charges an annual fee based on the value of your investments. This fee is negotiable and typically ranges from 0.10% to 1.25% per year. The fee is calculated based on the value of your investments at the end of the previous quarter. For clients referred to an external manager, the fee will be deducted from the client's account with the external manager, and a portion will be provided to Trivium Point Advisory. Fees for the Institutional Intelligent Portfolios platform also range from 0.10% to 1.25% annually.